Exceptions for certain customers (or companies) to receiving payment reminders

Shopify Plus

Topic summary

Main issue: Configure Shopify Flow to exclude specific customers/companies from automatic late payment reminders, while keeping weekly reminders for everyone else.

Context: Some B2B customers pay by EFT/cheque, causing recording delays. The merchant wants to suppress reminders for ~1% of these accounts, via customer tags, email, name, or company.

What’s been tried: Using the Flow trigger “Payment schedule is due,” but it doesn’t expose variables (order number, customer name, tags, company) to filter out targeted overdue orders. Shopify Support could not provide a solution; an external app can do it, but the merchant prefers a Flow-based approach on Plus.

Replies: A responder states it should be possible because a payment schedule has payment terms tied to an order and customer, implying that related data should be accessible. No concrete examples or steps were provided.

Definitions: Shopify Flow = automation tool. Payment schedule/terms = B2B net terms linked to orders/customers.

Status: Unresolved. Key open need: a working method or example Flow showing how to reference customer/order/company attributes from the “Payment schedule is due” trigger to suppress reminders.

Summarized with AI on December 13. AI used: gpt-5.
1

Hi, hoping for some help to set up exceptions for the automatic payment reminders that go out.

Essentially, I want to make exceptions for certain customers or companies, it could be based on a customer tag, their email, name or what have you - it doesn’t really matter as long as it works.

The reason is that some of our B2B customers pay by EFT or cheque and there is a delay in the recording of these payments. This can’t be changed. So while I want weekly late payment reminders for the majority of the customers (existing Flow templates work great for this) I don’t want reminders to go out to these 1% of customers that fall into this category.

Thank you!

2

Yep, should be possible. I don’t see a question here though

3

Hi, the question is, “How is this done?” :slightly_smiling_face: The The Payment schedule is due trigger in Flow doesn’t give any variable options to filter or reference orders by order numbers, customer names, tags, company names or anything else to single out certain overdue orders to which reminders should NOT go out. I’ve spoken with Shopify support several times but they can’t help. Their recommendation is to ask here. There’s an app that can do it but since we’re paying for Plus and Flow exists, I hoped that maybe I could get some advice, code, or something to make it work.

Thank you,

Anna

4

A payment schedule has payment terms, which has an associated order (and customer). You should be able to access any of that data.